[ADD] project: project creation and management

Adding a project creation and management page for the project app. Forward to master.

closes odoo/documentation#3508

Taskid: 3117349
X-original-commit: 1689b80470
Signed-off-by: Perazzo Loredana (lrpz) <lrpz@odoo.com>
Signed-off-by: Aarab Tom (toaa) <toaa@odoo.com>
This commit is contained in:
Jason Aerts 2022-12-29 15:40:56 +00:00 committed by LoredanaLrpz
parent 1239eb767a
commit 36e161f82b
4 changed files with 77 additions and 0 deletions

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:titlesonly:
project/tasks
project/project_management

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==================
Project management
==================
Odoo Project uses the **Kanban** project management system. This means all projects are broken down
into tasks, which are categorized on a whiteboard according to what production phase they are in.
.. admonition:: Did you know?
The word **Kanban** comes from Japanese and refers to the "visual board" management method.
.. seealso::
`Odoo Tutorials: Kanban Project Management
<https://www.odoo.com/slides/slide/kanban-project-management-1664>`_
Configuration
=============
Open the **Project** app and click :guilabel:`Create` to start a new project. Enter a
:guilabel:`Name` for your project and click :guilabel:`Create Project`.
You can customize your existing **projects** from the dashboard by clicking the drop-down toggle
button (:guilabel:`⋮`) on your project's **card**.
.. image:: project_management/project-settings.png
:align: center
:alt: Project card
This enables a new menu divided into four parts:
- :guilabel:`View`: see an overview of your project's components, such as its :guilabel:`Tasks`,
:guilabel:`Milestones` and :guilabel:`Project Updates`. Depending on which apps you have
activated, more options may be available, such as :guilabel:`Documents`. All uploaded files can be
found under this menu, as well as in the **Documents** app, under :guilabel:`Projects`;
- :guilabel:`Reporting`: analyze your project's progress and profitability through graphics and
statistics;
- **Color**: make a line of color appear on the left side of the card so that your project is more
recognizable;
- :guilabel:`Settings`: you can change the following:
- the :guilabel:`Name` of the project;
- the :guilabel:`Name of the tasks` found under that project;
- the :guilabel:`Customer` for whom the project is intended;
- the :guilabel:`Tags` used for filtering;
- the :guilabel:`Company` responsible for the project;
- the employee designated as :guilabel:`Project Manager`;
- the :guilabel:`Planned Date` of the project;
- the total :guilabel:`Allocated Hours` for that project.
Additionally, you can mark the project as :guilabel:`Favorite`, allowing you to find it using the
:guilabel:`My Favorites` filter on the Kanban view;
.. image:: project_management/project-settings-opened.png
:align: center
:alt: Project settings
.. seealso::
`Odoo Tutorials: Customize your project
<https://www.odoo.com/slides/slide/customize-your-project-1662?fullscreen=1>`_
Further settings are available under the :guilabel:`Settings` tab. Most of them are *only* available
depending on the activated apps.
Scheduling activities
=====================
You can schedule **activities** (ex. :guilabel:`Call`, :guilabel:`Meeting`, etc.) per project by
clicking on the **clock** icon on a project. Doing so opens a list with already scheduled activities
and allows planning **new** activities by clicking :guilabel:`+ Schedule an activity`. On the pop-up
window, select the :guilabel:`Activity Type`, enter a :guilabel:`Summary` for that activity, a
:guilabel:`Due Date`, and assign it to an employee. According to the :guilabel:`Activity Type`, you
may have **additional options** available.
.. note::
If an activity is **already** scheduled, the icon may change to a **phone**, **group of people**,
or other.

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